LM Investment Management Ltd  'Australian Specialist Fund Manager' 10th September 2010   
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LM Investment Management Ltd
 
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board of directors

Peter Drake - Chairman, Chief Executive Officer

Peter founded LM in 1998, after 20 years’ experience in Australia’s financial services and life insurance sectors.

As 100 per cent shareholder and CEO, Peter is principally responsible for the strategic vision, direction and structured growth of LM. Since its inception, Peter has been actively involved with LM’s expansion to seven international offices, servicing some 40 countries.

Peter is particularly active in the design and marketing of LM’s Australian dollar and currency hedged investment products. Working closely with LM's Portfolio Manager to manage the growth of funds under management, Peter also plays an integral role in LM's Funds Management Committee.

With significant experience in direct property and joint venture property developments across Australia, Peter is also a member of LM’s Credit/Investment Committee, responsible for approving and setting the conditions of loans and assets within the funds.

Peter's vision of an innovative and prudential funds manager holds true as LM continues its dynamic growth in Australia’s financial services, business and property sectors.

 

 

Lisa Darcy - Executive Director

Lisa joined LM in 1998 and was appointed Executive Director in September 2003. Lisa is principally responsible for all accounting functions of both LM Investment Management Ltd and its registered schemes. She works closely with LM's Portfolio Manager to manage the growth of funds under management. Lisa plays an integral role in LM's Funds Management Committee and Credit Committee.

With more than 20 years experience in the banking and financial planning industry, including financial accounting and funds management, Lisa makes a valuable contribution to LM's ongoing management of investment funds and financial services. Lisa holds a Bachelor of Business from Griffith University.

     

Eghard van der Hoven - Executive Director, Portfolio Manager

In 2003 Eghard joined LM as Portfolio Manager, responsible for the monitoring and ongoing performance of LM's various funds.

As Executive Director, Eghard's sound understanding of the investment industry spanning almost 20 years includes extensive experience in stock broking, auditing, investment analysis, business strategy and policy planning. As the Chair of LM's Funds Management Committee, Eghard is responsible for joint decisions in relation to the asset allocation, geographic spread allocation, cash flow, delivery rate forecasting and budgeting of LM's funds. Eghard also sits on the Credit Committee and the Arrears Management Committee.

He holds a Master of Commerce, majoring in Economics, and a Bachelor of Commerce (Hons) in Economics, from University of Pretoria , South Africa.

 

Francene Maree Mulder - Executive Director, General Manager Distribution/Product

Francene commenced with LM Investment Management Ltd in 1999, following a 20 year career in the commercial, legal and securities sectors.

Prior to joining LM, Francene held managerial positions focused on the areas of commercial mortgages, conveyancing and the property sector. Specific experience in mortgage securities and the marketing of financial products provided a solid background for Francene to successfully undertake her role within LM.

As Executive Director, Francene is primarily responsible for the marketing and expansion of distribution of LM's products on a wholesale and retail basis, throughout Australia and international markets. Francene takes an active role in the direction of all client communication, company communication and service. Francene is also a member of the Property Research and Analysis Committee, Funds Management Committee, Credit Committee and Arrears Committee.

     

John O'Sullivan - Non-Executive Director

John brings to LM over 20 years experience in the funds management and investment services sectors of New Zealand, Europe, Asia and Australia.

John's previous executive roles include Chief Executive Officer and Partner of a large advisery business in New Zealand, General Manager of Oceanic Life (New Zealand), Director of Oceanic Funds Management (Australia) and New Zealand Manager of Sun Alliance Asset Management when it purchased Oceanic.

External to LM, John is currently Managing Director of his own New Zealand based distribution company, O'Sullivan Capital.

 

Simon Tickner - Executive Director, Head of Lending

In 2001, Simon immigrated to Australia with his family after a 20 year career in trading and broking financial derivatives in London 's money markets.

Having established LM's Sydney office that year, Simon has since overseen its growth whilst managing LM's business development in the southern states of Australia . As Head of Lending, Simon travels throughout Australia to source and assess new lending opportunities for LM.

As Executive Director, Simon's extensive ‘on the ground' knowledge of Australia's many property markets provides valuable insight to LM's board, and statistical knowledge to LM's Property Research and Analysis Committee.

Simon is a member of the Board of Directors, Credit Committee, Funds Management Committee and Property Research and Analysis Committee. top of page